AI for Accounting & Finance is a course in using AI accurately for accounting and finance, from expense analysis and management reports to extracting data from invoices and contracts, budgeting and working in Excel and Google Sheets. It suits accountants, finance staff, finance managers, CFOs and SME owners who manage their own books.
Accounting and finance work is full of documents and detailed, repetitive tasks: recording and reconciling, preparing monthly financial reports, summarizing statements and analyzing expenses, reading contracts and financial documents, answering executives' questions about the numbers, and budgeting. These tasks are time-consuming and demand high accuracy. Generative AI greatly reduces the time spent on analysis and document work, but because finance work needs especially accurate numbers, the key is using AI the right way with a mechanism to verify the numbers every time before use. This course is designed to help accounting and finance teams use AI in real work confidently and safely, with
a focus on data accuracy, covering analyzing financial data, summarizing and reporting, reading and extracting data from documents (multimodal), budgeting and forecasting, using AI for Excel and Google Sheets, and setting up finance assistants and automation with Custom GPT/Gems and n8n, plus practices for accuracy, security and PDPA for financial data, which is sensitive. All content is taught through workshops on real accounting and finance tasks, finishing with a capstone project where learners set up an end-to-end AI toolkit for their own work. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level, no AI or programming background required.)
Course Details
A 2-day course, 6 hours per day (12 hours in total), delivered as a hands-on workshop with a capstone project. Beginner to Intermediate level, no AI background required. Learners take home a finance prompt library, a finance assistant (Custom GPT/Gem), financial report templates, a number-verification checklist, and a security and PDPA checklist.
Section 1: AI in Accounting and Finance
Section 2: Effective Prompts for Finance Work
Section 3: Analyzing Financial Data with AI
Section 4: Summarizing and Preparing Financial Reports with AI
Section 5: Financial Documents and Communication
Section 6: Reading and Summarizing Financial Documents (Multimodal)
Section 7: Budgeting and Financial Forecasting
Section 8: Accounting/Finance Assistants and Automation
Section 9: Excel and Google Sheets with AI
Section 10: Accuracy, Security and PDPA
Section 11: Capstone Project and Real-world Adoption
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
Define the columns you need first, such as document number, date, supplier name, tax ID, net amount, VAT and total. Upload the invoice PDFs or images to an AI tool that can read images, ask it to extract the data into those columns and leave a field blank when it cannot read it clearly. Put the results into Excel, check that net amount plus VAT equals the total, and spot-check against the originals.
Language models predict text rather than calculate like a calculator, so they can add incorrectly, mix up columns in a table or invent figures when data is missing. Ask the AI to show its working and formulas, have calculations done through Excel formulas or code rather than in its head, reconcile totals with the accounting system or source file, and require a person to review the figures before any report goes out.
Prepare a table of budget and actual figures by account and month, and calculate the variances in amount and percentage with Excel formulas first. Then ask the AI to flag items beyond your threshold, group the likely causes and draft management commentary to accompany the numbers. Have someone who knows the real context confirm the causes before they go into the report.
It suits accountants and finance officers, costing and budgeting teams, finance managers and CFOs who want to set up AI use for their team, internal auditors, and SME owners who keep their own books. You need general computer skills, basic Excel or Google Sheets use and an understanding of your team's accounting or finance work. No AI or programming knowledge is required.
You will be able to write traceable finance prompts, use AI to analyse expenses and trends, prepare financial reports for management, read and extract data from invoices and contracts, support budgeting and basic forecasting, build and explain formulas in Excel or Google Sheets, and put number checks and sensitive-data practices in place. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your team, with examples adapted to your own work, such as the report formats and documents your team handles every month, along with number-checking steps that suit your organisation. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
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